Sarah Backer, CFP ®, CPWA®

Senior Associate, Wealth Planning & Innovation

Biography

Sarah Backer is a Senior Associate and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

Sarah is part of the Wealth Planning & Innovation team and works across the firm’s training, thought leadership and digital tools to provide bankers and clients with the resources they need to ultimately help clients articulate and achieve their wealth goals over their lifetime.

Sarah has been with J.P. Morgan Private Bank since 2019 and started her career with the Tampa, Florida team. There she worked directly with wealthy individuals and their families across banking, borrowing, investing, and strategic planning. She transitioned to the Wealth Planning & Innovation team to focus specifically on financial planning and advice. In this role, she works across the Private Bank’s advice organization to deliver holistic solutions and resources for advisors to better understand and help their clients.

Sarah attended Princeton University, earning a B.A. in Economics and a certificate in Finance. She currently holds FINRA SIE and Series 7 and 63 licenses. Sarah is a CERTIFIED FINANCIAL PLANNER^TM professional.

Sarah was born and raised in Florida and now lives in Texas. In her spare time, Sarah enjoys cross-stitching, baking, and travelling with her friends and family.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisor professionals.

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